Terms of service

These Terms of Service (“Terms”) govern your use of the services provided by Professional Tax and Services (“we,” “our,” “us”). By using our tax preparation, accounting, payroll, and business support services, you agree to the following terms.

1. Services Provided

We offer personal and business tax preparation, accounting, bookkeeping, payroll, business formation, and ITIN services.
Services are performed based on the information you provide. You are responsible for ensuring all information submitted is accurate and complete.

2. Client Responsibilities

By using our services, you agree to:

  • Provide accurate and complete information

  • Submit documents in a timely manner

  • Inform us of any changes or corrections needed

  • Review your tax return or documents before final approval

We are not responsible for errors resulting from incomplete, incorrect, or delayed information provided by you.

3. Fees & Payments

Service fees will be discussed and agreed upon before work begins.
Payment is due at the time of service unless otherwise arranged.
Refunds are not offered for completed services.

If a bank rejects payment or a refund is issued by the taxpayer due to IRS or lender errors, we are not responsible for repayment of tax preparation fees.

4. No Guarantee of Outcome

We do not guarantee approval, refunds, credits, tax outcomes, loan approval, IRS acceptance, ITIN approvals, or specific financial results.
All results depend on IRS rules, state laws, lender decisions, and the information provided by the client.

5. Compliance & Legal Obligations

We comply with all federal and state laws regarding tax preparation and data handling.
We may decline or terminate service if information appears fraudulent or incomplete.

6. Document Retention

We may store your documents securely for 3–7 years.
Copies of tax returns, receipts, or other records may be requested, but retrieval fees may apply.

7. Limitation of Liability

Professional Tax and Services is not liable for:

  • IRS penalties caused by inaccurate or missing client information

  • Delays in IRS processing, refunds, or government agency errors

  • Losses, damages, or claims resulting from your failure to provide complete information

  • Third-party service outages or system issues (IRS, banks, software providers)

Our liability is limited to the amount paid for the specific service in question.

8. Appointment Cancellations

Appointments canceled within less than 24 hours may be subject to a cancellation fee.

9. Termination of Services

We reserve the right to refuse or terminate service to anyone for fraud, non-payment, abuse, or policy violations.

10. Contact Information

Professional Tax and Services
Phone: (972) 302-3504
Address: 5214 E Highway 380, Princeton, TX 75407
Website: www.protaxnservices.com

SMS/ Text Terms and conditions

By providing your mobile phone number, you consent to receive SMS/text messages from Professional Tax and Services, including:

  • Appointment reminders

  • Service updates

  • Tax season notifications

  • Document requests

  • Account or filing status updates

  • Promotional or informational messages (optional)

1. Consent to Receive Text Messages

By opting in, you agree to receive automated or manual text messages from us to the number you provided.
Message frequency may vary based on your service needs.

2. Opt-Out Instructions

You may opt out at any time by replying:
STOP – to stop receiving messages
HELP – for assistance

Your choice to opt out will not affect your ability to receive services from us.

3. Message & Data Rates

Message and data rates may apply depending on your mobile carrier.
We are not responsible for charges billed to you by your carrier.

4. Privacy Assurance

Your phone number will never be sold or shared with third parties for marketing.
We use SMS strictly for communication regarding your services unless you opt-in to promotions.

5. Carrier Liability

Mobile carriers are not responsible for delayed or undelivered messages.

6. Accuracy of Phone Number

You confirm that the phone number you provide belongs to you and that you have permission to receive messages on that device.

7. Contact Information

For questions or support:
Professional Tax and Services
Phone: (972) 302-3504
Website: www.protaxnservices.com